workflow_assignments
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workflow_assignments [2016/08/02 07:41] geelling created |
workflow_assignments [2017/02/20 16:50] (current) |
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| === Workflow assignments === | === Workflow assignments === | ||
| - | All forms can now be assigned to a system user, indicated by their initials and a colour which is set in User Management screen. | + | All forms can now be assigned to a system user, indicated by their initials and a colour, which can be set in the User Management screen. (Until their initials are set, their User ID will be shown instead). |
| - | Any user can pick up an unassigned form and assign it to themselves - their initials will appear in the Owner column to allow everyone else to see who's working on it. Then, when the form reaches a given point in the workflow (eg when the credit agreement is sent out to the customer), you can have the system unassign the form - so that when the credit agreement is returned, it can be picked up and worked on by whoever is available. | + | When in the Manage Workflow screen, any user can pick up an unassigned form and assign it to themselves. Only superusers can unassign or re-assign forms. |
| + | When the form reaches a given point in the workflow (eg when the credit agreement is sent out to the customer), you can have the system unassign the form - so that when the credit agreement is returned, it can be picked up and worked on by whoever is available. This is set in the Option Details section of the [[workflow_segments|Modify Forms Segments]] screen, similar to setting up an email or SMS notification. | ||
workflow_assignments.1470116492.txt.gz ยท Last modified: 2017/02/20 16:49 (external edit)
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